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iShares S&P 500 Value Index shares owned by Accelerate Investment Advisors

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Accelerate Investment Advisors from 13F filings

Historical chart of Accelerate Investment Advisors investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Accelerate Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by Accelerate Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $946k 4.8k 197.19

More positions owned by Accelerate Investment Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Intl (IDEV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Amazon (AMZN)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
NVIDIA Corporation (NVDA)
Texas Pacific Land Corp (TPL)

View all positions for Accelerate Investment Advisors

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
Stifel Financial
Pnc Financial Services
Us Bancorp
CWM
Envestnet Portfolio Solutions
Cetera Investment Advisers
Royal Bank of Canada
BlackRock

View all funds holding iShares S&P 500 Value Index